Japan Morning Connection: AI Edge Computing Is Failing to Drive PC Demand
PC demand is slowing as Dell and HP report lacklustre numbers, Keisei Electric Rail sells more Oriental Land shares, and Nikon's meeting leaves...
483 Views
Japan Morning Connection: Time to Revisit the Most Bungled Conglomerate Left Standing?
Tech strong despite market shift away from NVDA,. Home builders surge on Bessent's nomination, Kyocera ripe for activist involvement.
439 Views
All Aboard! JR East and the Monetisation of Its Property Assets
An undervalued sector in the Japanese stock market which is at the intersection of a few key themes including activism, raising returns and...
491 Views
China Tourists Coming Back: Transport
Chinese tourists are permitted to travel overseas and the destination countries are prepared to welcome them but they are yet to be seen through my...
739 Views
Recent GPIF Moves - Rebalancing & ESG
As noted in the last insight about The GPIF's New Policy Mix (and its preceding GPIF Policy Mix Changes Ride to Global Risk Rescue), the GPIF has...
668 Views